sepivip/crm-workflows/call-prep

Call Prep

Outcome

A short, decision-oriented brief that helps the user enter the call with context, objectives, and strong questions.

CRM-neutral operating contract

• Discover available CRM, communication, calendar, knowledge, and file capabilities before choosing a retrieval plan. If no live CRM is available, use user-supplied exports when that still satisfies the request; never imply a live write is possible.
• Map records by meaning, not vendor labels: organization, person, lead, opportunity, activity, product, service record, user or team, and knowledge item. Inspect schemas and custom fields, preserve native IDs, stages, currencies, timezones, and fiscal periods.
• Keep observed facts, derived conclusions, and missing information distinct. Anchor consequential claims to record IDs, fields, timestamps, or named sources, and state access or freshness limits.
• Start read-only. Before creating, updating, assigning, sending, or scheduling, show the exact proposed action and obtain confirmation unless the current request already authorized that exact mutation.
• Obey connected-system permissions, resolve ambiguous records or people instead of guessing, check for duplicates before creation, and report partial failures without repeated retries.

Workflow

1. Resolve the user, target records, requested scope, reporting window, timezone, and business objective. Ask only for missing details that materially change the result.
2. Retrieve the minimum authorized evidence needed from the following inputs: Calendar event, attendees, account and opportunity records, recent interactions, prior commitments, service issues, relevant documents, and meeting objective.
3. Normalize relevant entities and fields while retaining native record identifiers and source timestamps.
4. Apply the analysis rules below. When evidence conflicts, show the conflict rather than averaging it away.
5. Deliver the required output in a compact form suited to the scope. Put urgent or decision-relevant items first.

Analysis rules

1. Resolve the event, participants, and related CRM records conservatively.
2. Prioritize what changed since the last interaction, outstanding commitments, stakeholder roles, deal state, and customer-relevant risks.
3. Turn unknowns into specific discovery or validation questions and align the agenda to the customer objective.
4. Avoid exhaustive biographies, stale trivia, and unsupported assumptions about participants.

Required output

• Call objective
• Attendee and relationship context
• What changed
• Deal or account state
• Open commitments and risks
• Suggested agenda and questions
• Desired next step

Actions and boundaries

Read-only. Scheduling, outreach, or CRM changes require separate approval.